Servicing

Loan Management Built for Private Lenders

Track every payment, manage rehab draws, monitor insurance & taxes—all in one place. Built specifically for fix & flip, bridge, and DSCR loans.

3 hours
To 5 Minutes Per Loan
100%
Payment Accuracy
60%
Less Time on Admin

Everything You Need to Manage Loans

From first payment to final payoff—track it all

Payment Tracking

Record payments manually or import from your bank. Auto-calculates principal, interest, late fees. Shows payment history, next due date, and outstanding balance.

  • Manual payment entry (wire, ACH, check)
  • Plaid bank import (coming soon)
  • Auto-calculate P&I from amortization
  • Late fee automation

Rehab Draw Management

For fix & flip loans—manage construction draws against approved budget. Upload inspection photos, track completed line items, release funds when milestones hit.

  • Budget vs. actual tracking
  • Draw request workflow
  • Photo upload & inspection
  • Automatic fund release

Tax & Insurance Monitoring

Track property taxes and insurance expiration dates. Get alerts 60/30/7 days before expiration. Upload tax bills and insurance certs directly into loan file.

  • Tax & insurance due dates
  • Automatic expiration alerts
  • Document upload & storage
  • Payment status tracking

Borrower Portal Access

Borrowers log in to see current balance, payment history, upload documents, and submit draw requests. Less back-and-forth emails, more self-service.

  • Real-time balance & payment history
  • Document upload
  • Draw request submission
  • Secure messaging

Document Storage

Every loan has a digital file—closing docs, insurance certs, tax bills, draw inspections. Upload, organize, search. No more hunting through email or shared drives.

  • Unlimited document storage
  • Organized by loan & category
  • Full-text search
  • Version history

Automated Alerts

Set alerts for late payments, upcoming maturities, insurance expirations, tax due dates. Email and SMS notifications keep your team on top of every loan.

  • Late payment alerts
  • Maturity date reminders
  • Insurance expiration warnings
  • Custom alert rules

Portfolio Dashboard

See your entire portfolio at a glance—total loans, active loans, maturing this month, delinquent loans, average LTV, total outstanding principal.

  • Portfolio-level metrics
  • Delinquency tracking
  • Maturity calendar
  • Performance trends

Reporting & Export

Export payment history, aging reports, maturity schedules to CSV or PDF. One-click reports for investors, auditors, or your own analysis.

  • Payment history export
  • Aging & delinquency reports
  • Maturity schedule
  • Custom date ranges

Why Private Lenders Choose Our System

Built by people who've serviced these loans—fix & flip, bridge, DSCR

01

Stop Using Spreadsheets

No more Excel hell. Track 10 loans or 1,000 in the same system. Payment history, draw status, insurance dates—all in one place, not scattered across files.

02

Never Miss an Expiration

Insurance lapse? Unpaid property taxes? System alerts you automatically. Protect your collateral, reduce risk of uninsured losses or tax liens.

03

Scale Without Hiring

Go from 50 loans to 200 without adding loan servicing staff. Automation handles the busy work—payments, alerts, reports. Your team focuses on exceptions.

04

Impress Your Investors

Investors get monthly statements, portfolio updates, and accurate accounting. Professional system = professional image = easier capital raises.

Real Servicing Scenarios

How lenders actually use loan management daily

Monday Morning Payment Processing

Loan officer opens system, sees 12 payments received over the weekend via wire/ACH. Clicks "Record Payment" for each loan, system auto-calculates P&I breakdown based on amortization schedule. Marks late fees waived for two repeat borrowers. Total time: 15 minutes for 12 loans (used to be 2 hours in Excel).

Rehab Draw Inspection

Borrower submits draw request via portal: "Framing complete, need $30K." Loan officer opens loan file, sees approved budget has $35K allocated for framing. Uploads inspector photos showing completed work. Clicks "Approve Draw" and wires funds. Draw status updates in real-time, borrower sees approval notification.

Insurance Expiration Alert

System sends alert: "Insurance expires in 30 days on 123 Main St." Loan officer calls borrower, borrower emails updated insurance cert. Officer uploads cert to loan file, updates expiration date to next year. Alert dismissed, next reminder won't fire until 11 months later.

Loan Management – FAQ

How servicing actually works in Mentyx

Which loan types can I service with Mentyx?

Mentyx focuses on private, asset-based real estate loans: fix & flip, bridge, and DSCR. The workflows, fields, and reports are designed around these products, not generic consumer lending.

Do I have to replace my current servicing system on day one?

No. Many lenders start by using Mentyx for payment tracking, draw management, and alerts while keeping legacy systems for accounting or downstream reporting. You can gradually move more processes into Mentyx as your team gets comfortable.

Can borrowers log in to see their loan status?

Yes. Borrowers get secure portal access where they can view balances, payment history, next due dates, and draw status. They can also upload documents and submit draw requests, which cuts down on manual email chasing for your team.

How does the system help with taxes and insurance?

For each loan you track tax and insurance dates, upload bills and certificates, and let the system send automated reminders 60, 30, and 7 days before anything expires or comes due. That reduces the risk of uninsured properties or surprise tax liens.

What reports can I export for investors and auditors?

You can export payment histories, aging and delinquency reports, maturity schedules, and portfolio overviews to CSV or PDF. That makes it easy to respond to investor questions or audit requests in minutes instead of days.

See Your Loans in One System

Watch how we manage an actual fix & flip loan from first payment to payoff